The Curious Quant cover image

EP8: Gideon Smith: Fundamentals and the golden age for quants

The Curious Quant

00:00

How to Build a Quantitative Hedge Fund

I like the analogy, this idea that sort of models and quant signals are sort of a universe of investment opportunities. A share in one company represents the same thing as a share in another's mistake in a stream of future earnings. That doesn't change. When you start trying to build this from a pool of investment signals, to what extent are they really ever comparable in any meaningful sense?

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app